Narrow Moat companies with network effects-EBAY,MKTX,PYPL,ROP,SABR,UNH&SGX

1.NARROW MOAT companies with network effects (the strongest competitive advantage):

• Deutsche Bourse
• eBay$eBay(EBAY)$
• MarketAxess$MarketAxess(MKTX)$
• Nasdaq$NASDAQ(.IXIC)$
• PayPal$PayPal(PYPL)$
• Roper Tech$Roper(ROP)$
• Sabre$Sabre(SABR)$
• Singapore Exchange$SINGAPORE EXCHANGE LIMITED(S68.SI)$
• Sonova$Sonova Holding AG(SONVF)$ $SONOVA HOLDING(0QPY.UK)$
• UnitedHealth$UnitedHealth(UNH)$


Which do you own?

2.This is how you manage money:

- concentrate into high quality
- low turnover

No one does this better in my opinion than Valley Forge Capital. They focus on businesses with:

- recurring revenues
- dominant market position

$MasterCard(MA)$ $S&P Global(SPGI)$ $Fair Isaac(FICO)$ $Moody's(MCO)$ $Amazon.com(AMZN)$ $Adobe(ADBE)$ $Intuit(INTU)$ $Aspen Technology(AZPN)$ $Autodesk(ADSK)$

https://twitter.com/long_equity/status/1574785028583735296

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • 心投资
    ·2022-09-28
    thanks for sharing
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    • cuteypie
      OK
      2022-09-28
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  • SirBahamut
    ·2022-09-28
    Good companies with strong moat!
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  • Jason1616
    ·2022-09-28
    Not sure about SGX. 🤣
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  • JayH
    ·2022-09-28
    Great Analysis, much appreciate it
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  • Kyesu
    ·2022-09-28
    Read and thanks
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  • GarethTan
    ·2022-09-28
    [Miser] [Miser]
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  • Sohtheworld
    ·2022-09-28
    Hahahah okok i see
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  • OO_898
    ·2022-10-01
    Like
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  • xnegate
    ·2022-09-29
    nice
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  • Andy Fong
    ·2022-09-29
    Ok
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  • kong1509
    ·2022-09-29
    👍
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  • Phillipsan
    ·2022-09-29
    👍
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  • Flowin
    ·2022-09-29
    👍
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  • 陈河马
    ·2022-09-29
    wow
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  • Regit126
    ·2022-09-29
    Ok
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  • juliechoo
    ·2022-09-28
    👍
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  • Alicelee
    ·2022-09-28
    Ok
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  • wwaynee
    ·2022-09-28
    [Smile]
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  • TigerFly
    ·2022-09-28
    👍
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  • verrelrs
    ·2022-09-28
    ok
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